Ascenty. Data Center, Telecom & Cloud Computing. Telcomp Setembro de

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1 Ascenty Data Center, Telecom & Cloud Computing Telcomp Setembro de 2013

2 Empresa Empresa Brasileira fundada em 2010, com foco nos mercados de Data Centers e Telecomunicações! Empresa formada em 2010 por Chris Torto e Great Hill Partners.! Atuamos no mercado de Infraestrutura de Internet e de Data Centers.! Mil e duzentos quilômetros de redes próprias, 100% de Fibra Óptica.! Data Center padrão Tier III em Campinas no Techno Park,em operação.! Data Center padrão Tier III em Hortolândia,operacional em Junho de 2014.! Data Center padrão Tier III em Jundiaí,operacional em Março de

3 Sobre Vivax!! Empresa formada por Chris Torto e o fundo de private equity Great Hill Partners em 1996.!! Segunda maior operadora de TV a Cabo com operações em 34 cidades no interior de São Paulo, interior do Rio de Janeiro e Manaus.!! Começou como startup no mercado de TV por Assinatura e venceu os leilões do mercado em 1998 e 2000.!! Alguns destaques da empresa:! Construímos km de Rede Ótica e Coaxial entre 1999 e 2006;! Lançamos Banda Larga em 2000 e TV Digital em 2004;! Abrimos capital na Bolsa de Valores de São Paulo em Fevereiro 2006;! Aproximadamente funcionários.!! Em 2006, foi vendida para a Net Serviços. O valor de mercado da Vivax na BOVESPA em Junho 2007 foi de US$1.2 bilhão de dólares.! 3

4 Mercado Brasileiro de Infraestrutura de Internet 4

5 Cenário Favorável para Data Centers e Infraestrutura no Brasil! 1 Industria de Tecnologia com Forte Crescimento n n n Movimento para IT outsourcing e cloud computing Advantages for customer include access to data from anywhere, easier upgrades, and cheaper hardware costs A move away from licensing sales in exchange for monthly service payment Replacement of CAPEX to OPEX, improving scalability and reliability of systems n n n n Increasing internet user base Access to high speed data Growing market of PC and portable devices Latin America has room to growth Mercado de Infraestrutura de Internet e Data Centers E-commerce em ascensão n n 2 Robust surge of e-commerce due to a growing number of people having access to internet and broadband Massive adoption of virtualization 4 Mercado grande com baixa penetração n Adoption of new technologies to achieve agility, low cost, more efficiency, process optimization, and best practices 3 5

6 Forte Crescimento no Mundo Todo! America Latina com forte crescimento de faturamento de Data Centers! North America datacenter revenue EMEA datacenter revenue ($ in billions) $5.0 $5.7 CAGR: 17.7% $6.7 $8.0 $9.5 ($ in billions) $2.3 $2.8 CAGR: 21.1% $3.4 $4.2 $ APAC datacenter revenue LatAm datacenter revenue ($ in billions) ($ in billions) $1.6 $1.9 CAGR: 20.0% $2.3 $2.8 $3.3 $0.3 $0.4 CAGR: 20.1% $0.5 $0.5 $ Source: Tier 1 Research estimates. Note: Includes colocation and wholesale datacenter revenues only. 6

7 Industria de Tecnologia com forte crescimento! Demand for IT products and services is projected to increase at a compound annual growth rate of 9.0% over the forecast period , making Brazil one of the best-performing global IT markets Growing market of PC and portable devices Brazilian IT market growth (Million units) PC S martphones Notebooks Tablets Total units (mn) (Net revenues USD bn) CAGR: 29% E 2014E 2015E Increasing broadband use in Brazil (Internet access breakdown) Other Dial in 3G Broadband 10% 8% 9% 4% 20% 13% 10% 31% 6% 10% 18% 1% 58% 66% 68% 68% Growing use of internet by households (% of households with access to Internet) Europe Americas E x- S oviet Uion Brazil Arabic countries Asia- Pacific countries Africa 80% 60% 40% 20% 0% Source: Business Monitor International - Brazil Information Technology Report Q3 2012; Cetic.br; Passport Internet retailing in Brazil; KMGP Brazil Information technology report Q3 2012; Gartner October

8 E-commerce em Ascensão! Fast growing broadband coverage boosting online retailing in Brazil n Higher use of internet and demand for online retail drove a larger proportion of companies to have websites and to offer more resources on their websites, such as product customization and online payment n The number of networks increased from about 7 thousand, in 1996, to more than 3 million, in 2012 n As a result, e-commerce revenues CAGR between 2008 and 2012 was ~29% Increase in the number of web-hosts E-commerce users (# of web-hosts, in millions) (Million of people) CAGR 34.3% Proportion of companies with websites (% of total enterprises) E-commerce revenues (R$ bn) 60% CAGR 28.7% 53% 51% 56% % Source: Business Monitor International - Brazil Information Technology Report Q3 2012; Cetic.br; Passport Internet retailing in Brazil; KMGP Brazil Information technology report Q3 2012; Gartner October

9 Mercado grande com baixa penetração! Brazilian companies are incorporating new software and/or improving current ones to enhance internal processes, increase productivity and efficiency, and meet costumers and suppliers demands n Many companies in Brazil are just beginning to explore enterprise applications to help run their businesses; with little available capital or IT resources, they will find the most affordable and easiest path to deployment through the cloud n The current opportunity for technology and service providers is to deliver solutions that augment or extend capabilities in areas such as financial management (accounting), sales force automation and customer service, and expense management Software and IT in Brazil underpenetrated vs. US 7.3% 3.5% IT spending growth (C AGR E) 12.4% 6.8% Software spending growth (C AGR E) 0.2% Brazil Main reasons for software introduction or improvement (2011) (% of the total number of enterprises that introduced new software or improved existing software in the last 12 months) Improve internal procedures Increase productivity Meet customers/suppliers need Integrate into the company's products Differentiate to competition Enable new task 8% 7% 12% 11% 22% 0.9% US Software a % of GDP 44% Brazil software Trend towards cloud computing (% of total) Hosted applications Hosted infrastructure Hosted middleware On premise 1% 2% 3% 4% 5% 5% 4% 6% 6% 90% 89% 86% Brazilian software market evolution (R$ bn) 09-16E CAGR: 9% E 2014E 2015E 2016E Source: Business Monitor International - Brazil Information Technology Report Q3 2012; Cetic.br; Passport Internet retailing in Brazil; KMGP Brazil Information technology report Q3 2012; Gartner October

10 Movimento para IT outsourcing e cloud computing! A larger proportion of companies is outsourcing IT-related functions n Demand for outsourced managed services has accelerated as a result of: Faster technological change of enterprise systems Clients desire to transition fixed-cost capex to more variable-based opex Desire by clients to reduce costs and complexities of their IT environments while improving scalability and reliability of systems Accelerated demand across the business landscape n Web hosting is the fourth most outsourced item Main reason for outsourcing (2011) (% of companies with IT outsourcing) Technical s upport for hardware Technical s upport for internal s ys tem Application development W eb- hos ting Infrastructure 42% 54% 52% 82% 78% Proportion of companies that outsourced IT-related functions over the last 12 months (% of companies with IT use) 39% 45% 47% 50% 50% 61% Brazilian hosting services market forecast n n The Brazilian hosting companies target to create dynamic data centers that are designed to use energy efficiently and sustainably, offer maximum security and process cloud computing applications according to internationally accepted best practices The cloud computing area represents a small portion of the business in this sector (USD mn and %) CAGR 11.4% ,015 1, E 2013E 2014E 2015E 2016E Source: Business Monitor International - Brazil Information Technology Report Q3 2012; Cetic.br; Passport Internet retailing in Brazil; KMGP Brazil Information technology report Q3 2012; Gartner October

11 Movimento para IT outsourcing e cloud computing! The cloud computing market is experiencing a robust growth. This growth is driven primarily by the need of companies to reduce costs and the need for easy access to technology Factors driving growth in the SaaS market 1 Cost reduction Tight budgets: n Amid the current uncertain economic conditions, tight IT budgets are pushing demand for cloud computing services. n Post recession the opportunity to save costs is attracting companies to implement SaaS-based applications, as these do not require upfront investments for physical infrastructure, deployment and training. 2 Ease and speed of deployment The speed and ease of deployment have contributed to the increasing popularity of the SaaS model: n Growth is also being driven by consumers increasing familiarity with the SaaS model. n The faster implementation of SaaS and the immediate access it offers reduce the time taken by customers to realize value from software purchases. 3 Increasing demand from SMBs Increasing adoption of SaaS by small and medium-size businesses (SMBs) is another major factor driving growth: n As SMBs find the pay-as-you-use SaaS model in line with their business objectives, the demand from these SMBs is increasing. n Another factor behind SMB adoption of SaaS solutions is the need to reduce overall investment by eliminating added costs associated with on-premise solutions such as software licenses, dedicated servers, maintenance fees and upgrades, and IT personnel support. Leading drivers for current or planned use of SaaS in the next 12 months More cost- effec tive than on- premis es s olution Easier and/or faster to deploy than on- premises solution B es t alternative for new reg ional deployment Higher user acc eptance than on- premises solution L ack of IT resources to implement on- premises solution Temporary solution to solve a temporary business need L imited capital expens e 13% 15% 17% 33% 39% 41% 50% Source: Business Monitor International - Brazil Information Technology Report Q3 2012; Cetic.br; Passport Internet retailing in Brazil; KMGP Brazil Information technology report Q3 2012; Gartner October

12 Os Desafios do nosso Business Plan! Negocio e capital intensivo! Alto custo de capital comparado com outros países! Prédios com espaço suficiente! Quantidade de energia elétrica disponível! Diretos de passagem para instalar nossas redes! Mão de obra qualificada!! 12

13 Nossa Estratégia 13

14 Nossa História! Constituição Empresa de Telecom ü Construção rede de Fibra Óptica ü ü ü Inicio da operação de Telecom Dez/11 Construção do DC Campinas ü ü ü Inicio da Operação DC Campinas Nov/12 Construção DC Hortolândia ü ü Construção DC Jundiaí ü ü ü DC #4 (projeto) DC #5 (projeto) ü ü Legenda: ü Realizado ü Em andamento ü Projeto 14

15 Nossa Estratégia! Operar nossos Data Centers (nível tier III) junto com redes de fibras ópticas próprias para promover serviços de:! Colocation! Hosting gerenciado! Cloud computing! Banda IP! Conectividade (Banda IP e Links)! Interligar nossos Data Centers e outros com nossas redes de fibra óptica! Garantindo qualidade e agilidade dos serviços fim a fim.! Melhorando a infraestrutura da internet no Brasil! Oferecer circuitos de alta capacidade (2 Mbps a 80 Gbps) para as operadoras de telecom e o mercado corporativo com foco em:! Conectividade para Data Center (Lan Lan)! Banda IP! Backhaul móvel (fibra até as torres) para as operadoras móveis 15

16 Nossos Data Centers! Roraima Amapá Amazonas Acre Rondônia Campinas - SP (2012) Hortolândia SP (2014) Jundiaí SP (2014) Fortaleza CE (2014/2015) São Jose dos Campos SP (2015) Pará Mato Grosso Mato Grosso do Sul Goiás São Paulo Paraná Tocantins Distrito Federal Santa Catarina Rio Grande do Sul Maranhão Minas Gerais Piauí Bahia Ceará Rio de Janeiro Espírito Santo Rio Grande do Norte Paraíba Pernambuco Alagoas Sergipe 16

17 Ascenty Data Centers Data Center Área Espaço de TI em m 2 Energia Total Energia(w)/m2 de TI Racks Campinas - SP MW 1.600/m Hortolândia - SP MW 3.970/m Jundiaí - SP MW 3.570/m

18 Data Center - Campinas! Eficiência! Disponibilidade! Segurança! Confiabilidade! Conectividade! Consultividade ü Prédio: M 2 Data Center Tier III com capacidade de 800 racks em Campinas no Techno Park ü Área de TI: M 2 ü Tier III: N+1 ü Total de Racks: 800 ü Energia: 6 MW 18

19 Data Center - Hortolândia! Eficiência! Disponibilidade! Segurança! Confiabilidade! Conectividade! Alta Densidade CORREDOR DC - CAMPINAS ü Prédio: M 2 Data Center Tier III com capacidade de 900 racks em Hortolândia ü Área de TI: M 2 ü Tier III: N+1 ü Total de Racks: 900 ü Energia: 20 MW 19

20 Data Center - Jundiaí! Eficiência! Disponibilidade! Segurança! Confiabilidade! Conectividade! Alta Densidade DATA HALL DC - CAMPINAS ü Prédio: M 2 Data Center Tier III com capacidade de 1200 racks em Jundiaí ü Área de TI: M 2 ü Tier III: N+1 ü Total de Racks: 1200 ü Energia: 25 MW 20

21 Data Centers Nossos Serviços! Colocation! Colocation de alta densidade elétrica (10kW por rack para cima)! Infraestrutura de energia elétrica, refrigeração e segurança! Espaço: Racks, Cages, Suítes e Build-to-Suits! Hosting Gerenciado! Soluções Dedicadas e Compartilhadas! Soluções de Redes, Segurança, Storage, Backup! Serviços gerenciados! Cloud Computing! Plataforma Robusta! Cloud Privado e Publico! Serviços de Monitoramento Avançados! Gerenciamento de Nuvens (Sistemas Operacionais, Aplicações, etc.)! Network e Conectividade! Banda IP (própria ou com outras operadoras: Site Neutro)! Links LAN - LAN 21

22 Por que Ascenty Data Centers? Experiência, profissionalismo e agilidade para seu ambiente de TI. A Ascenty conta com uma equipe competente e qualificada de profissionais certificados nas principais tecnologias que se ajustam às necessidades do seu negócio.! Infraestrutura de classe mundial (Tier III).! Serviço com foco total no cliente.! Banda IP redundante e de alta qualidade.! Serviços Gerenciados para seu ambiente de TI.! Conexão aos PTT s Metro (São Paulo e Campinas).! Localização Estratégica dos Data Centers (Segurança Absoluta).! Agilidade de entrega dos serviços de Data Center e Telecom.! Links/LAN - LAN de alta capacidade via Fibra Óptica própria.! Equipe experiente e dedicada com foco total no cliente. 22

23 Ascenty Telecom 23

24 Ascenty Telecom Características da Rede Km de rede de Fibra Óptica Anéis nas principais cidades Backbone via dutos subterrâneos entre São Paulo e Campinas Cidades Atendidas: ü São Paulo ü Santo André ü São Bernardo ü São Caetano ü Mauá ü Diadema ü Jundiaí ü Campinas ü Hortolândia ü Barueri/ Tamboré ü Osasco 24! Tecnologias: SDH, Metro Ethernet, MPLS e DWDM! Produtos: Links, Banda IP, FTT, Long-Haul e Waves.! Velocidades: 2 Mbps a 80 Gbps.! Clientes: Operadoras Fixas e Móveis e Empresas.! Serviço: Focal total no Cliente.

25 Porque Ascenty Telecom? Soluções de infraestrutura de redes metropolitanas de alta capacidade e backbones de fibras ópticas próprias.! Redes Novas e Recém Construídas (100% fibra óptica).! Localização Estratégica das Redes e POPs.! Interconexão com os principais Data Centers, PTT e Operadoras.! Serviços em todas as tecnologias: SDH, Metro Ethernet, MLPS e DWDM.! Links de alta capacidade via Fibra Óptica (2Mbps a 80Gbps).! Agilidade na entrega dos serviços.! Modelos de negócio flexíveis.! Equipe experiente e dedicada como foco total no cliente. 25

26 Nossas instalações 26

27 Ascenty Data Center, Telecom & Cloud Computing